Civic Intelligence

Mergen Orthodontics Inc.

Plan context: Mergen Orthodontics Inc. 401(K) Plan

EIN 20-1432438 • Solon, IA • 26 filings • 3 plans

3990 Starry Night CT NESolon, IA 52333
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,586,328

2024 Contributions

$87,613

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,586,328$1,293,164$0200720162024YearValue
$2,586,328Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

950200720162024YearValue
5Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202425$2,586,328$87,613$17,523iApproximate average salary by contribution assumption: employee only about $438,065 at 4% or $292,043 at 6%; with 50% employer match about $292,043 at 4% or $194,696 at 6%; with 100% employer match about $219,032 at 4% or $146,022 at 6%.
Mergen Orthodontics Inc. 401(K) Plan-5$1,739,975$87,613$17,523iApproximate average salary by contribution assumption: employee only about $438,065 at 4% or $292,043 at 6%; with 50% employer match about $292,043 at 4% or $194,696 at 6%; with 100% employer match about $219,032 at 4% or $146,022 at 6%.
MERGEN ORTHODONTICS, INC. CASH BALANCE PLAN-4$846,353--
202325$2,331,345$107,208$21,442iApproximate average salary by contribution assumption: employee only about $536,040 at 4% or $357,360 at 6%; with 50% employer match about $357,360 at 4% or $238,240 at 6%; with 100% employer match about $268,020 at 4% or $178,680 at 6%.
Mergen Orthodontics Inc. 401(K) Plan-5$1,538,318$88,589$17,718iApproximate average salary by contribution assumption: employee only about $442,945 at 4% or $295,297 at 6%; with 50% employer match about $295,297 at 4% or $196,864 at 6%; with 100% employer match about $221,473 at 4% or $147,648 at 6%.
MERGEN ORTHODONTICS, INC. CASH BALANCE PLAN-4$793,027$18,619$4,655iApproximate average salary by contribution assumption: employee only about $116,369 at 4% or $77,579 at 6%; with 50% employer match about $77,579 at 4% or $51,719 at 6%; with 100% employer match about $58,184 at 4% or $38,790 at 6%.
202226$1,963,579$167,157$27,860iApproximate average salary by contribution assumption: employee only about $696,488 at 4% or $464,325 at 6%; with 50% employer match about $464,325 at 4% or $309,550 at 6%; with 100% employer match about $348,244 at 4% or $232,163 at 6%.
Mergen Orthodontics Inc. 401(K) Plan-6$1,275,637$76,524$12,754iApproximate average salary by contribution assumption: employee only about $318,850 at 4% or $212,567 at 6%; with 50% employer match about $212,567 at 4% or $141,711 at 6%; with 100% employer match about $159,425 at 4% or $106,283 at 6%.
MERGEN ORTHODONTICS, INC. CASH BALANCE PLAN-6$687,942$90,633$15,106iApproximate average salary by contribution assumption: employee only about $377,638 at 4% or $251,758 at 6%; with 50% employer match about $251,758 at 4% or $167,839 at 6%; with 100% employer match about $188,819 at 4% or $125,879 at 6%.
202126$2,208,708$200,863$33,477iApproximate average salary by contribution assumption: employee only about $836,929 at 4% or $557,953 at 6%; with 50% employer match about $557,953 at 4% or $371,969 at 6%; with 100% employer match about $418,465 at 4% or $278,976 at 6%.
Mergen Orthodontics Inc. 401(K) Plan-6$1,477,344$72,863$12,144iApproximate average salary by contribution assumption: employee only about $303,596 at 4% or $202,397 at 6%; with 50% employer match about $202,397 at 4% or $134,931 at 6%; with 100% employer match about $151,798 at 4% or $101,199 at 6%.
MERGEN ORTHODONTICS, INC. CASH BALANCE PLAN-5$731,364$128,000$25,600iApproximate average salary by contribution assumption: employee only about $640,000 at 4% or $426,667 at 6%; with 50% employer match about $426,667 at 4% or $284,444 at 6%; with 100% employer match about $320,000 at 4% or $213,333 at 6%.
202025$1,895,708$209,814$41,963iApproximate average salary by contribution assumption: employee only about $1,049,070 at 4% or $699,380 at 6%; with 50% employer match about $699,380 at 4% or $466,253 at 6%; with 100% employer match about $524,535 at 4% or $349,690 at 6%.
Mergen Orthodontics Inc. 401(K) Plan-5$1,334,083$72,842$14,568iApproximate average salary by contribution assumption: employee only about $364,210 at 4% or $242,807 at 6%; with 50% employer match about $242,807 at 4% or $161,871 at 6%; with 100% employer match about $182,105 at 4% or $121,403 at 6%.
MERGEN ORTHODONTICS, INC. CASH BALANCE PLAN-5$561,625$136,972$27,394iApproximate average salary by contribution assumption: employee only about $684,860 at 4% or $456,573 at 6%; with 50% employer match about $456,573 at 4% or $304,382 at 6%; with 100% employer match about $342,430 at 4% or $228,287 at 6%.
201926$1,589,508$154,020$25,670iApproximate average salary by contribution assumption: employee only about $641,750 at 4% or $427,833 at 6%; with 50% employer match about $427,833 at 4% or $285,222 at 6%; with 100% employer match about $320,875 at 4% or $213,917 at 6%.
Mergen Orthodontics Inc. 401(K) Plan-6$1,202,426$38,587$6,431iApproximate average salary by contribution assumption: employee only about $160,779 at 4% or $107,186 at 6%; with 50% employer match about $107,186 at 4% or $71,457 at 6%; with 100% employer match about $80,390 at 4% or $53,593 at 6%.
MERGEN ORTHODONTICS, INC. CASH BALANCE PLAN-5$387,082$115,433$23,087iApproximate average salary by contribution assumption: employee only about $577,165 at 4% or $384,777 at 6%; with 50% employer match about $384,777 at 4% or $256,518 at 6%; with 100% employer match about $288,583 at 4% or $192,388 at 6%.
201829$1,276,602$198,234$22,026iApproximate average salary by contribution assumption: employee only about $550,650 at 4% or $367,100 at 6%; with 50% employer match about $367,100 at 4% or $244,733 at 6%; with 100% employer match about $275,325 at 4% or $183,550 at 6%.
Mergen Orthodontics Inc. 401(K) Plan-9$1,031,366$68,543$7,616iApproximate average salary by contribution assumption: employee only about $190,397 at 4% or $126,931 at 6%; with 50% employer match about $126,931 at 4% or $84,621 at 6%; with 100% employer match about $95,199 at 4% or $63,466 at 6%.
MERGEN ORTHODONTICS, INC. CASH BALANCE PLAN-6$245,236$129,691$21,615iApproximate average salary by contribution assumption: employee only about $540,379 at 4% or $360,253 at 6%; with 50% employer match about $360,253 at 4% or $240,169 at 6%; with 100% employer match about $270,190 at 4% or $180,126 at 6%.
201727$1,162,671$189,322$27,046iApproximate average salary by contribution assumption: employee only about $676,150 at 4% or $450,767 at 6%; with 50% employer match about $450,767 at 4% or $300,511 at 6%; with 100% employer match about $338,075 at 4% or $225,383 at 6%.
Mergen Orthodontics Inc. 401(K) Plan-7$1,035,239$61,890$8,841iApproximate average salary by contribution assumption: employee only about $221,036 at 4% or $147,357 at 6%; with 50% employer match about $147,357 at 4% or $98,238 at 6%; with 100% employer match about $110,518 at 4% or $73,679 at 6%.
MERGEN ORTHODONTICS, INC. CASH BALANCE PLAN-4$127,432$127,432$31,858iApproximate average salary by contribution assumption: employee only about $796,450 at 4% or $530,967 at 6%; with 50% employer match about $530,967 at 4% or $353,978 at 6%; with 100% employer match about $398,225 at 4% or $265,483 at 6%.
201618$884,202$91,894$11,487iApproximate average salary by contribution assumption: employee only about $287,169 at 4% or $191,446 at 6%; with 50% employer match about $191,446 at 4% or $127,631 at 6%; with 100% employer match about $143,584 at 4% or $95,723 at 6%.
Mergen Orthodontics Inc. 401(K) Plan-8$884,202$91,894$11,487iApproximate average salary by contribution assumption: employee only about $287,169 at 4% or $191,446 at 6%; with 50% employer match about $191,446 at 4% or $127,631 at 6%; with 100% employer match about $143,584 at 4% or $95,723 at 6%.
201518$726,706$87,233$10,904iApproximate average salary by contribution assumption: employee only about $272,603 at 4% or $181,735 at 6%; with 50% employer match about $181,735 at 4% or $121,157 at 6%; with 100% employer match about $136,302 at 4% or $90,868 at 6%.
Mergen Orthodontics Inc. 401(K) Plan-8$726,706$87,233$10,904iApproximate average salary by contribution assumption: employee only about $272,603 at 4% or $181,735 at 6%; with 50% employer match about $181,735 at 4% or $121,157 at 6%; with 100% employer match about $136,302 at 4% or $90,868 at 6%.
201416$657,164$124,192$20,699iApproximate average salary by contribution assumption: employee only about $517,467 at 4% or $344,978 at 6%; with 50% employer match about $344,978 at 4% or $229,985 at 6%; with 100% employer match about $258,733 at 4% or $172,489 at 6%.
Mergen Orthodontics Inc. 401(K) Plan-6$657,164$124,192$20,699iApproximate average salary by contribution assumption: employee only about $517,467 at 4% or $344,978 at 6%; with 50% employer match about $344,978 at 4% or $229,985 at 6%; with 100% employer match about $258,733 at 4% or $172,489 at 6%.
201316$554,404$79,848$13,308iApproximate average salary by contribution assumption: employee only about $332,700 at 4% or $221,800 at 6%; with 50% employer match about $221,800 at 4% or $147,867 at 6%; with 100% employer match about $166,350 at 4% or $110,900 at 6%.
Mergen Orthodontics Inc. 401(K) Plan-6$554,404$79,848$13,308iApproximate average salary by contribution assumption: employee only about $332,700 at 4% or $221,800 at 6%; with 50% employer match about $221,800 at 4% or $147,867 at 6%; with 100% employer match about $166,350 at 4% or $110,900 at 6%.
201218$436,266$78,616$9,827iApproximate average salary by contribution assumption: employee only about $245,675 at 4% or $163,783 at 6%; with 50% employer match about $163,783 at 4% or $109,189 at 6%; with 100% employer match about $122,838 at 4% or $81,892 at 6%.
Mergen Orthodontics Inc. 401(K) Plan-8$436,266$78,616$9,827iApproximate average salary by contribution assumption: employee only about $245,675 at 4% or $163,783 at 6%; with 50% employer match about $163,783 at 4% or $109,189 at 6%; with 100% employer match about $122,838 at 4% or $81,892 at 6%.
201118$335,324$75,587$9,448iApproximate average salary by contribution assumption: employee only about $236,209 at 4% or $157,473 at 6%; with 50% employer match about $157,473 at 4% or $104,982 at 6%; with 100% employer match about $118,105 at 4% or $78,736 at 6%.
Mergen Orthodontics Inc. 401(K) Plan-8$335,324$75,587$9,448iApproximate average salary by contribution assumption: employee only about $236,209 at 4% or $157,473 at 6%; with 50% employer match about $157,473 at 4% or $104,982 at 6%; with 100% employer match about $118,105 at 4% or $78,736 at 6%.
201016$273,910$77,568$12,928iApproximate average salary by contribution assumption: employee only about $323,200 at 4% or $215,467 at 6%; with 50% employer match about $215,467 at 4% or $143,644 at 6%; with 100% employer match about $161,600 at 4% or $107,733 at 6%.
Mergen Orthodontics Inc. 401(K) Plan-6$273,910$77,568$12,928iApproximate average salary by contribution assumption: employee only about $323,200 at 4% or $215,467 at 6%; with 50% employer match about $215,467 at 4% or $143,644 at 6%; with 100% employer match about $161,600 at 4% or $107,733 at 6%.
200914$184,271$71,033$17,758iApproximate average salary by contribution assumption: employee only about $443,956 at 4% or $295,971 at 6%; with 50% employer match about $295,971 at 4% or $197,314 at 6%; with 100% employer match about $221,978 at 4% or $147,985 at 6%.
Mergen Orthodontics Inc. 401(K) Plan-4$184,271$71,033$17,758iApproximate average salary by contribution assumption: employee only about $443,956 at 4% or $295,971 at 6%; with 50% employer match about $295,971 at 4% or $197,314 at 6%; with 100% employer match about $221,978 at 4% or $147,985 at 6%.
200814$101,616$99,099$24,775iApproximate average salary by contribution assumption: employee only about $619,369 at 4% or $412,913 at 6%; with 50% employer match about $412,913 at 4% or $275,275 at 6%; with 100% employer match about $309,684 at 4% or $206,456 at 6%.
Mergen Orthodontics Inc. 401(K) Plan-4$101,616$99,099$24,775iApproximate average salary by contribution assumption: employee only about $619,369 at 4% or $412,913 at 6%; with 50% employer match about $412,913 at 4% or $275,275 at 6%; with 100% employer match about $309,684 at 4% or $206,456 at 6%.
200713$29,268$29,852$9,951iApproximate average salary by contribution assumption: employee only about $248,767 at 4% or $165,844 at 6%; with 50% employer match about $165,844 at 4% or $110,563 at 6%; with 100% employer match about $124,383 at 4% or $82,922 at 6%.
Mergen Orthodontics Inc. 401(K) Plan-3$29,268$29,852$9,951iApproximate average salary by contribution assumption: employee only about $248,767 at 4% or $165,844 at 6%; with 50% employer match about $165,844 at 4% or $110,563 at 6%; with 100% employer match about $124,383 at 4% or $82,922 at 6%.